We've been dedicated to our discretionary OCIO model for 30+ years.
A suite of customizable alternative and sustainable strategies rooted in deep investment research and expertise.
We can help manage the decisions, risk, and operational complexities that come with alternative investing.
Expertise and research to help you align your investments with your core values.
Flexible analytics and reporting with the power of total portfolio visibility using SEI Novus℠.
Advanced solutions for cybersecurity, network operations, and cloud infrastructure.
Custom services for higher education, community and private foundations, and hospitals and healthcare systems.
Understanding the needs of retirement plans is our heritage. We focus on helping you meet business and financial goals in a complex environment.
What is the total cost of partnering with an OCIO?
If the OCIO or Advisory fee is only part of the cost, what could be included in the total cost?
Understanding the outsourced chief investment officer (OCIO) model and why organizations embrace it.
Evaluate the risks, tradeoffs, and opportunities to determine the right investment team structure for your organization.
Finding the right OCIO can be hard, learn from two collegiate committee members what was most important to them to identify the right OCIO.
What's missing from your OCIO checklist? Don't skip these in your next review.
Quantitative and qualitative factors to consider in the total OCIO cost.
How your OCIO reacts to market volatility makes all the difference.
Tips to establish a finals process that works for you and all providers involved.
